Courtney Roberts, Finance Expert in Shawnee, KS, United States

Courtney Roberts

Management Consulting Expert

Location
Shawnee, KS, United States
Toptal Member Since
May 11, 2022

Courtney is an executive-level professional that has successfully scaled businesses and helped them exceed growth goals. She has a proven track record in strategic planning, change management, and strategy implementation. As a chief operating officer, she grew a financial services firm from $50 million to $2 billion in assets under management. Courtney has also acted as an integrator in the entrepreneurial operating system (EOS) model and is willing to help other businesses scale and grow.

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Career Highlights

FP&A Director | Controller
Salient Energy
Director of Operations
TinySeed
COO
Barber Financial Group

Education

Master of Business Administration (MBA)
Baker University
Bachelor's Degree
Kansas State University

Select Certifications

QuickBooks ProAdvisor
QuickBooks
The Financial Industry Regulatory Authority (FINRA)
FINRA Organization
Series 7 – General Securities Representative Exam
FINRA – Financial Industry Regulatory Authority

Case Studies

Image of Sales Team Reorganization project
Sales Team Reorganization
Change ManagementBusinessOrganizational DesignImplementationBusiness StrategyMicrosoft PowerPoint
Image of Process Overhaul project
Process Overhaul
Change ManagementProcess DesignOrganizational DesignOperationsImplementationBusiness Strategy+ 1 more
Image of Restructure of Service Team project
Restructure of Service Team
Client ServicesOrganizational DesignSalesforceOperationsImplementationBusiness Strategy+ 2 more

Software Expertise

Entrepreneurial Operating System (EOS)

Other Expertise

Change LeadershipChange ManagementConsultingFractional CFOImplementationOperationsOrganizational Design

Work Experience

2023 - PRESENT

EOS Integrator

JKAM Investments
  • Implemented the EOS process for the organization from the ground up.
  • Created the VT/O and accountability chart to help the organization with growth.
  • Led the organization in strategic goal-setting and tactical applications.
Focus areas: Strategy, Business Operations, Entrepreneurial Operating System (EOS), Data Visualization, Data
2023 - PRESENT

Controller

Quadrant Advisory
  • Implemented processes and workflows to assist the finance team.
  • Oversaw all bookkeeping and accounting operations.
  • Managed relationships with clients and vendors, internal and external.
Focus areas: Accounts Receivable, Accounts Payable, Accounting, QuickBooks API, QuickBooks Online, Bill.com, Bank Reconciliation, Short-term Investments, Google Sheets, Debt Analysis, Excel 365, Venture Capital, Structuring, Market Research & Analysis, Risk Analysis, Compensation, Compensation Programs, Equity Compensation, Stock-based Compensation, Personal Finance, Personal Finance Management, Internal Control, Forensic Accounting, External Financial Reporting, Revenue Projections, Factor Analysis, Risk Management, Data Visualization, Data
2022 - PRESENT

COO

Freelance Client
  • Implemented business strategies that maintained and improved KPIs.
  • Led strategic planning initiatives as an EOS integrator.
  • Directed strategic planning to help scale the company.
Focus areas: Entrepreneurial Operating System (EOS), Process Flows, Organizational Design, Strategy, Finance, Organization Assessment, Strategic Planning, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow, US GAAP, GAAP Compliance, Cash Flow Forecasting, Scaling, B2C, Process Automation, Audits, Policies & Procedures Compliance, Reconciliation, Management Consulting, Decision Support, Sales Effectiveness, Cost Reduction & Optimization, Profitability Analysis, Trading Systems, Due Diligence, Stripe Payments, ACH, Small Business, Profit & Loss (P&L), Business Systems Analysis, Build Processes, Best Practices, Dashboards, Cap Table Formation, Growth, Financial Modeling, Google Sheets, Accounting, Excel 365, Business Model Strategy, Business Modeling, Market Research & Analysis, Risk Analysis, Compensation, Compensation Programs, Valuation Modeling, Equity Compensation, Stock-based Compensation, Personal Finance, Personal Finance Management, External Financial Reporting, Sales Management, Revenue Projections, Risk Management, Data Visualization, Data
2022 - PRESENT

FP&A Director | Controller

Salient Energy
  • Managed key financial processes, budgeting, forecasting, cash flow, KPIs, and performance.
  • Oversaw grant reporting and applications in the US and Canada.
  • Led the finance department as an integral part of the leadership team.
  • Directed bookkeeping and account reconciliation in the US and Canada.
Focus areas: Financial Planning & Analysis (FP&A), Controller, Forecasting, Revenue & Expense Projections, Financial Modeling, Accounting, Accounts Payable, Accounts Receivable, Asana, QuickBooks Online, Grants, Taxation, Budgeting, Organization Assessment, Strategic Planning, Systems & Procedures, Workflow, Operational Workflow, Xero, US GAAP, GAAP Compliance, Cash Flow Forecasting, Scaling, B2C, CFO, Process Automation, Audits, Inter-company Reconcilation, Policies & Procedures Compliance, Reconciliation, Startups, Management Consulting, Product Strategy, SME/SMB Financing, Decision Support, Fundraising Strategy, Cost Reduction & Optimization, Profitability Analysis, Due Diligence, ACH, Series A, Small Business, Grant Proposals, Project Finance, Tax Equity, Waterfall Methodology, Analysis, Profit & Loss (P&L), Business Systems Analysis, Build Processes, Best Practices, Dashboards, Cap Tables, Cap Table Formation, Growth, Short-term Investments, Google Sheets, ERP Implementation, Debt Analysis, Excel 365, Business Model Strategy, Business Modeling, Venture Capital, Structuring, Market Research & Analysis, Risk Analysis, Compensation, Compensation Programs, Valuation Modeling, Equity Compensation, Stock-based Compensation, Personal Finance, Personal Finance Management, Internal Control, Forensic Accounting, Investment Analysis, External Financial Reporting, Revenue Projections, Factor Analysis, Risk Management, Data Visualization, FX, FX Risk Analysis, Data
2022 - PRESENT

Director of Operations

TinySeed
  • Overhauled the financial reporting process to provide cash flow clarity.
  • Defined and documented processes for internal clarity and as marketing tool for potential investors.
  • Managed all HR functions from recruiting to payroll.
Focus areas: Financials, HR Analytics, Investor Relations, Change Management, Process Mapping, Process Design, Manuals & Documentation, Double-entry Bookkeeping, CFO, COO, IT, Sales Tax, VAT Return Preparation, Skype for Business, Google, Gmail, Business, Organizational Design, Strategic Planning & Execution, Human Resources (HR), Human Capital Strategy, Operations, Business Development, Marketing, Implementation, Fractional CFO, Business Strategy, Customer Experience, Digital Strategy, Digital Transformation, Microsoft Excel, Microsoft PowerPoint, Kanban, Venture Capital, Early-stage Venture Capital, Startups, Business Operations, Staffing, Accounting, Bookkeeping, Intuit QuickBooks, Financial Planning & Analysis (FP&A), Growth Strategy, Financial Modeling, Business Models, Chief Operations Officer (COO), Cash Flow Modeling, Coaching, Leadership, Forecasting, Presentations, Revenue & Expense Projections, Fundraising, Cap Tables, Pro Forma Analysis, M&A Modeling, Data Analysis, Financial Analysis, SaaS, Early-stage Startups, Early-stage Funding, Financing, Startup Funding, Pitch Decks, Market Research, Budgeting, Small & Medium-sized Enterprises (SME), Cash Flow, Part-time CFO, Accounts Receivable, Excel Expert, Three-statement Modeling, Business to Business (B2B), Business Analysis, Use Case Analysis, Project Management, Workflow Diagrams, Use-case Diagram, Business Plan Consulting, Pitch Deck Consultant, Financial Products, Fintech, Strategy, Seed Fundraising, M&A (Buy-side), Business Cases, Sales & Marketing, Sales & Channel Enablement, Interim CFO, Finance, Startup Consulting, Investment Portfolio Management, Portfolio Management, High Net Worth Individuals (HNWI), Financial Markets, Events, Business Planning, Structure, Controller, Internal Financial Reporting, QuickBooks Online, Investments, Family Office, Market Segmentation, Financial Forecasting, Cash Flow Management, Cash Flow Analysis, Alternative Investments, Investor Presentations, Bonds, Fixed Income, Management Consulting, Lean Product Manager, United States, Operational Efficiency Improvement, Cash Management, Monthly Close Process, Private Equity, Investor Relations Consultant, Institutional Investors, Investment Funds, Data Analytics, Data Management, Employee Experience, Communication Strategy, Communication, Stakeholder Management, Virtual CFO, Business Process Flow (BPF), Business Process Improvement (BPI), Process Flows, Performance Improvement, Documentation, Chief of Staff, Asana, Document Management, Organization Assessment, Strategic Planning, Asset Management, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow, US GAAP, GAAP Compliance, Cash Flow Forecasting, Scaling, B2C, B2B, Process Automation, Audits, Policies & Procedures Compliance, Reconciliation, Product Strategy, SME/SMB Financing, eCommerce, Decision Support, Shopify, Sales Funnel, Sales Effectiveness, Fundraising Strategy, Cost Reduction & Optimization, Profitability Analysis, Trading, Valuation, Due Diligence, M&A Due Diligence (Financial), United Kingdom, Stripe Payments, Stripe, ACH, Series A, Small Business, Grant Proposals, Project Finance, Analysis, Portfolio Analysis, Profit & Loss (P&L), Business Systems Analysis, Build Processes, Best Practices, Startup Accelerators, Dashboards, Cap Table Formation, Fund Accounting & Administration, Short-term Investments, Google Sheets, ERP Implementation, Debt Analysis, Excel 365, Business Model Strategy, Business Modeling, Structuring, Market Research & Analysis, Risk Analysis, Compensation, Compensation Programs, Valuation Modeling, Equity Compensation, Stock-based Compensation, Personal Finance, Personal Finance Management, Internal Control, Forensic Accounting, Investment Analysis, External Financial Reporting, Sales Management, Revenue Projections, Risk Management, Data Visualization, Data
2017 - PRESENT

CFO

Freelance
  • Built the social media following to increase engagement.
  • Established a system for financial reporting that was easily presentable to the members.
  • Created a process for collaboration of goals and ideas to increase engagement from the community.
Focus areas: Double-entry Bookkeeping, Financials, Financial Data, Reporting, Sales Tax, Taxation, Accounts Payable, Year-end Accounts, Tax Accounting, Social Media, G Suite, Document Management, WordPress, Google, Gmail, Business, Organizational Design, Change Management, Change Leadership, Strategic Planning & Execution, IT, Human Resources (HR), Human Capital Strategy, Operations, Business Development, Marketing, Implementation, Fractional CFO, Business Strategy, Customer Experience, Digital Strategy, Digital Transformation, Microsoft Excel, Microsoft PowerPoint, Kanban, Business Operations, Accounting, Bookkeeping, Intuit QuickBooks, Financial Planning & Analysis (FP&A), Financial Modeling, Business Models, Cash Flow Modeling, Coaching, Leadership, Forecasting, Presentations, Revenue & Expense Projections, Fundraising Consultant, Fundraising, Pro Forma Analysis, M&A Modeling, Data Analysis, Market Research Analyst, Financial Analysis, Financing, Pitch Decks, Market Research, Budgeting, Small & Medium-sized Enterprises (SME), Cash Flow, Inventory, Part-time CFO, Inventory Management, Accounts Receivable, Excel Expert, Three-statement Modeling, Business Analysis, Project Management, Workflow Diagrams, Use-case Diagram, Business Plan Consulting, Strategy, Marketing Strategy, Sales & Marketing, Sales & Channel Enablement, Interim CFO, Finance, Startup Consulting, High Net Worth Individuals (HNWI), Events, Philanthropy, Sponsorship, Charity, Business Planning, Structure, Controller, Internal Financial Reporting, QuickBooks Online, Investments, Market Segmentation, Financial Forecasting, Cash Flow Management, Cash Flow Analysis, Alternative Investments, Bonds, Fixed Income, United States, Operational Efficiency Improvement, Cash Management, Monthly Close Process, Data Analytics, Data Management, Employee Experience, Communication Strategy, Communication, Stakeholder Management, Virtual CFO, Process Flows, Performance Improvement, Documentation, Chief of Staff, Asana, Organization Assessment, Strategic Planning, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow, Xero, US GAAP, GAAP Compliance, Cash Flow Forecasting, B2C, B2B, CFO, Process Automation, Audits, Inter-company Reconcilation, Policies & Procedures Compliance, Reconciliation, Management Consulting, Decision Support, Sales Funnel, Sales Effectiveness, Fundraising Strategy, Cost Reduction & Optimization, Profitability Analysis, Stripe Payments, Stripe, ACH, Small Business, Nonprofits, Project Finance, Tax Equity, Waterfall Methodology, Analysis, Profit & Loss (P&L), Business Systems Analysis, Build Processes, Best Practices, Dashboards, Growth, Short-term Investments, Google Sheets, Excel 365, Business Model Strategy, Business Modeling, Risk Analysis, Compensation, Compensation Programs, Equity Compensation, Stock-based Compensation, Personal Finance, Internal Control, Forensic Accounting, External Financial Reporting, Xero Accounting, Risk Management, Data Visualization, Data
2023 - 2023

Quickbooks Expert (Abrasive Blasting & Coating / US-Based)

ABC Painting, Inc. (via Toptal)
  • Transferred the client's financials from old accounting software into QBO.
  • Reconciled the trial balance to have an accurate opening balance for all accounts.
  • Instructed the client on best practices and QBO's uses.
Focus areas: Accounting, QuickBooks Online, Profit & Loss (P&L), Best Practices, Dashboards, Short-term Investments, Excel 365, Business Model Strategy, Personal Finance, Internal Control, Data
2022 - 2023

Marketing Consultant

Freelance
  • Consulted with CEO on business process improvements to increase employee experience and productivity.
  • Held accountable for all financial reporting and updates in QuickBooks.
  • Increased lead conversions with SEO optimization and improved CTAs.
Focus areas: SEO Tools, WordPress Management, Blogging, SEO Content, Optimization, Social Media, Double-entry Bookkeeping, Invoicing, Process Mapping, Document Management, Skype for Business, Asana, Google, Gmail, Business, Organizational Design, Strategic Planning & Execution, IT, Human Resources (HR), Operations, Business Development, Marketing, Implementation, Fractional CFO, Business Strategy, Customer Experience, Digital Strategy, Omnichannel Marketing, Digital Transformation, Microsoft Excel, Microsoft PowerPoint, Kanban, Business Operations, Accounting, Bookkeeping, Intuit QuickBooks, Business Models, Coaching, Leadership, Presentations, Data Analysis, Financial Analysis, Pitch Decks, Market Research, Budgeting, Small & Medium-sized Enterprises (SME), Cash Flow, Part-time CFO, Accounts Receivable, Excel Expert, Business to Business (B2B), Business Analysis, Project Management, Workflow Diagrams, Strategy, Marketing Strategy, Sales & Channel Enablement, Startup Consulting, High Net Worth Individuals (HNWI), Controller, Internal Financial Reporting, QuickBooks Online, Market Segmentation, Cash Flow Management, Cash Flow Analysis, United States, Operational Efficiency Improvement, Cash Management, Monthly Close Process, Communication Strategy, Communication, Stakeholder Management, Business Process Improvement (BPI), Process Flows, Performance Improvement, Documentation, Strategic Planning, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow, Cash Flow Forecasting, Scaling, B2C, B2B, Process Automation, Policies & Procedures Compliance, Startups, Management Consulting, Product Strategy, eCommerce, Decision Support, Sales, Sales Funnel, Sales Effectiveness, Cost Reduction & Optimization, Stripe, ACH, Small Business, Project Finance, Profit & Loss (P&L), Business Systems Analysis, Build Processes, Best Practices, Dashboards, Google Sheets, Excel 365, Business Model Strategy, Market Research & Analysis, Risk Analysis, Compensation, Compensation Programs, Sales Management, Revenue Projections, Risk Management, Data Visualization, Data
2022 - 2022

Recruiter

Freelance Client
  • Created and implemented a recruiting and onboarding strategy for a SaaS firm.
  • Recruited and interviewed candidates across all departments.
  • Developed the company branding for employee recruitment.
Focus areas: Recruiting, HR Tools, Onboarding, Interviews, Brand Identity, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow, B2C, Process Automation, Policies & Procedures Compliance, Startups, Management Consulting, Decision Support, Sales, Small Business, Business Systems Analysis, Build Processes, Best Practices, Dashboards, Growth, Google Sheets, Excel 365, Compensation, Compensation Programs, Data
2022 - 2022

Fractional COO

Strategos Group
  • Established core values and led strategic planning initiatives as an EOS integrator.
  • Designed a new compensation structure to increase employee engagement and tie goals into incentives.
  • Oversaw the restructuring of the compensation plan for sales and support staff.
  • Sourced and implemented the performance management software to provide clarity and improve focus on company goals and career development.
  • Analyzed a profit-sharing plan to provide a more robust incentive program.
Focus areas: Chief Operations Officer (COO), Business Operations, Project Management, Business Planning, Compensation Plans, Sales Compensation, Performance, HR Tools, Payroll & Benefits, Employee Benefits, Financial Forecasting, Cash Flow Management, Cash Flow Analysis, Alternative Investments, Bonds, Fixed Income, Management Consulting, Lean Product Manager, United States, Operational Efficiency Improvement, Cash Management, Monthly Close Process, Data Management, Employee Experience, Communication Strategy, Communication, Stakeholder Management, Virtual CFO, Business Process Flow (BPF), Business Process Improvement (BPI), Process Flows, Performance Improvement, Documentation, Chief of Staff, Asana, Document Management, Strategic Planning, Systems & Procedures, Workflow, Operational Workflow, US GAAP, GAAP Compliance, Cash Flow Forecasting, B2C, Process Automation, Audits, Policies & Procedures Compliance, Reconciliation, Decision Support, Sales Funnel, Sales Effectiveness, Cost Reduction & Optimization, Profitability Analysis, Small Business, Project Finance, Waterfall Methodology, Analysis, Profit & Loss (P&L), Business Systems Analysis, Build Processes, Best Practices, Dashboards, Financial Modeling, Growth, Short-term Investments, Google Sheets, Debt Analysis, Excel 365, Business Model Strategy, Business Modeling, Market Research & Analysis, Risk Analysis, Compensation, Capital Markets, Compensation Programs, Valuation Modeling, Equity Compensation, Stock-based Compensation, Personal Finance, Personal Finance Management, Internal Control, External Financial Reporting, Revenue Projections, Risk Management, Data Visualization, Data
2013 - 2022

COO

Barber Financial Group
  • Executed and implemented the strategic planning that resulted in the growth of $500 million to over $1 billion in assets under management.
  • Reorganized the entire organizational and accountability chart to increase efficiency, client experience, and employee satisfaction.
  • Led an organizational initiative on client retention—successfully launched and executed a client survey and an enhanced service program and defined the organization’s referral strategy.
  • Created and executed defined processes and procedures for the entire organization, including employee handbook, compliance manual, and internal brain.
  • Worked with the EOS process and implemented the organization pulse process to gauge employee engagement.
  • Designed and coordinated restructure that enabled record growth and employee satisfaction.
  • Served as the chief human resources officer (CHRO), managing sourcing, recruitment, onboarding, benefits, employee incentive programs, monthly staff meetings, drafting and maintaining job description, organizational chart, and accountability chart.
  • Led the marketing and business development teams to increase lead flow and conversions.
  • Restructured and streamlined the client onboarding process.
  • Collected, cleaned, and provided modeling and analysis of structured and unstructured data used for business analytics and forecasting.
Focus areas: Change Management, Organizational Design, Key Performance Indicators (KPIs), Strategic Planning & Execution, IT, Human Resources (HR), Human Capital Strategy, Operations, Sales Operations, Business Development, Marketing, Implementation, Consulting, Entrepreneurial Operating System (EOS), Process Improvement, Process Mapping, Microsoft, Microsoft Teams, Salesforce, Asana, Google, Gmail, Business, FINRA, Fractional CFO, COO, Compliance, Business Strategy, Customer Experience, Digital Strategy, Omnichannel Marketing, Digital Transformation, Microsoft Project, Microsoft Excel, Microsoft PowerPoint, Kanban, CEO, Business Operations, Staffing, Accounting, Bookkeeping, Intuit QuickBooks, Financial Planning & Analysis (FP&A), Growth Strategy, Sales Strategy, Product Strategy, Financial Modeling, Business Models, Chief Operations Officer (COO), Cash Flow Modeling, Coaching, Leadership, Forecasting, Presentations, Revenue & Expense Projections, COGS Analysis, Fundraising, Mergers & Acquisitions (M&A), Pro Forma Analysis, M&A Modeling, Data Analysis, Market Research Analyst, Financial Analysis, Pitch Decks, Market Research, Budgeting, Small & Medium-sized Enterprises (SME), Cash Flow, Part-time CFO, Accounts Receivable, Excel Expert, Three-statement Modeling, Financial Services, Business Analysis, Use Case Analysis, Project Management, Workflow Diagrams, Use-case Diagram, Wealth Management, Business Plan Consulting, Financial Products, Fintech, Strategy, M&A (Buy-side), Business Cases, Marketing Strategy, Sales & Marketing, Sales & Channel Enablement, Interim CFO, Retail & Wholesale, Finance, Startup Consulting, Equity Research, ESOPs, Equity Research Analysis, Investment Portfolio Management, Portfolio Management, High Net Worth Individuals (HNWI), Financial Markets, Events, Philanthropy, Sponsorship, Charity, Business Planning, Structure, Controller, Internal Financial Reporting, QuickBooks Online, Asset Allocation, Equities, Investments, Family Office, Family Office Consultants, Market Segmentation, Financial Forecasting, Cash Flow Management, Cash Flow Analysis, Alternative Investments, Bonds, Fixed Income, Management Consulting, Lean Product Manager, United States, Operational Efficiency Improvement, Cash Management, Monthly Close Process, Private Equity, Investor Relations, Investor Relations Consultant, Institutional Investors, Investment Funds, Data Analytics, Data Management, Business Intelligence (BI), Employee Experience, Communication Strategy, Communication, Stakeholder Management, Business Process Flow (BPF), Process Flows, Performance Improvement, Documentation, Agile Product Management, Product Management, Chief of Staff, Document Management, Organization Assessment, Strategic Planning, Asset Management, Customer Experience Management, Systems & Procedures, Workflow, Operational Workflow, Cash Flow Forecasting, Scaling, B2C, Process Automation, Audits, Policies & Procedures Compliance, Reconciliation, Decision Support, Sales, Sales Funnel, Sales Effectiveness, Cost Reduction & Optimization, Profitability Analysis, Trading, Trading Systems, Options Trading, Valuation, Due Diligence, M&A Due Diligence (Financial), ACH, Project Finance, Waterfall Methodology, Analysis, Portfolio Analysis, Agile, Profit & Loss (P&L), Business Systems Analysis, Build Processes, Best Practices, Dashboards, Growth, Short-term Investments, Google Sheets, ERP Implementation, Debt Analysis, Excel 365, Business Model Strategy, Business Modeling, Market Research & Analysis, Risk Analysis, Compensation, Capital Markets, Compensation Programs, Valuation Modeling, Equity Compensation, Stock-based Compensation, Personal Finance, Personal Finance Management, Internal Control, Forensic Accounting, Investment Analysis, External Financial Reporting, Sales Management, Revenue Projections, Risk Management, Data Visualization, FX, FX Risk Analysis, Data

Education

2009 - 2010

Master of Business Administration (MBA) in Finance

Baker University - Baldwin City, Kansas, USA

2000 - 2004

Bachelor's Degree in Social Science

Kansas State University - Manhattan KS

Certifications

MARCH 2023 - PRESENT

QuickBooks ProAdvisor

QuickBooks

APRIL 2007 - PRESENT

The Financial Industry Regulatory Authority (FINRA)

FINRA Organization

FEBRUARY 2007 - PRESENT

Series 7 – General Securities Representative Exam

FINRA – Financial Industry Regulatory Authority